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PDT Partners’s U-Haul Holding Co UHAL Stock Holding History

PDT Partners’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-20,710
Closed -$684K – 1654
2015
Q1 		$684K Buy
+20,710
New +$640K 0.02% 911
2014
Q4 		– Sell
-14,000
Closed -$367K – 1096
2014
Q3 		$367K Buy
14,000
+2,320
+20% +$64.1K 0.01% 1044
2014
Q2 		$340K Sell
11,680
-2,490
-18% -$65.8K 0.01% 1155
2014
Q1 		$329K Buy
14,170
+2,380
+20% +$55K 0.01% 1096
2013
Q4 		$280K Sell
11,790
-23,240
-66% -$499K 0.03% 539
2013
Q3 		$645K Buy
+35,030
New +$605K 0.02% 948

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PDT Partners's UHAL Position: Q2 2015 in Review

PDT Partners sold out of U-Haul Holding Co (UHAL) in Q2 2015, closing a stake of 20,710 shares — an estimated $684K sold.

PDT Partners first reported a position in UHAL in Q3 2013 and held it in 6 quarters. The position peaked at $684K in Q1 2015. 167 funds tracked by Wall St. Rank hold UHAL as of Q2 2015.

  • PDT Partners reported no remaining U-Haul Holding Co position as of Q2 2015 after selling out during the quarter.
  • PDT Partners sold 20,710 U-Haul Holding Co shares in Q2 2015, an estimated $684K.
  • PDT Partners first reported a position in U-Haul Holding Co in Q3 2013 and held it in 6 quarters.
  • PDT Partners's U-Haul Holding Co position peaked at $684K in Q1 2015.
  • 167 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2015.

Based on PDT Partners's 13F filing for Q2 2015, filed 14 Aug 2015.